Dynamics 365 · Customer Insights - Journeys

Dynamics 365 Customer Insights tools and practical guides

I build focused browser tools, tested examples, and implementation guidance for people working with Customer Insights - Journeys forms, campaign operations, and repeatable CRM workflows.

01 · Debug

Test form changes faster

Bypass supported Dynamics form caches, inspect form identifiers, and expose hidden fields during controlled testing.

02 · Document

Preserve the platform contract

Keep Dynamics-managed markup and layout behaviour intact while adding scoped styles, scripts, and embedded experiences.

03 · Automate

Remove repetitive campaign work

Use browser-based utilities for validation, naming, FetchXML, campaign assets, and prototype form journeys.

Selected work

Six projects with full context.

Each page explains what the project does, its current status, how data is handled, and where to use or inspect it.

Browser extension · v1.3.0

Form Debugger for Dynamics 365

Available

A dependency-free Chrome and Edge extension that applies supported cache bypass, detects the active Form ID, and renders editable copies of hidden Dynamics form fields for submission testing.

customer-insightsbrowser-extension
Read the Form Debugger guide

Codex skill · v1.1.0

Form Studio

Alpha

An alpha Codex skill for restyling exported Customer Insights - Journeys forms while preserving their fields, generated markup, validation, consent, and behaviour.

dynamics-365codex-skill
Explore Form Studio

Campaign operations · TypeScript

Pattens

Hosted

A privacy-focused toolkit for campaign URLs, email validation, Dynamics FetchXML, proposal simulations, and polished browser mockups.

campaign-toolslocal-first
Explore Pattens tools

Two-step form · HTML

Agentic Form

Prototype

A portable two-step inquiry form with validation, optional company enrichment, country suggestions, and local-only prototype submission.

agentic-aib2b-form
See how Agentic Form works

VS Code extension

VS HTML Preview

Available

Preview HTML beside the editor with responsive viewports, live refresh, asset updates, diagnostics, and GitHub workspace support.

vscodehtml-preview

Agent plugin library

Foundations

Source available

Portable plugins for project delivery, plugin authoring, accessible web work, and JavaScript static review. Fresh-client checks and catalog publication are pending.

agent-pluginsopen-source

Working method

Small tools, explicit limits, verifiable behaviour.

The work is intentionally practical: document the platform contract, keep browser processing local where possible, expose limitations, and test the rendered result before treating an implementation as complete.

Areas of expertise

The projects sit across Microsoft Cloud for Business Applications, browser-based tooling, and customer-experience implementation.

Dynamics 365

Customer Insights - Journeys, Sales, and Customer Service.

Power Platform

Dataverse, Power Apps, Power Automate, Power BI, and Power Pages.

Browser tooling

Accessible interfaces, form debugging, privacy-aware automation, and testable prototypes.